Wealth Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-717	Closed	-$401K	–	145
2025 Q1	$401K	Buy	717 +342	+91%	+$191K	0.26%	81
2024 Q4	$220K	Buy	+375	New	+$220K	0.14%	149